Skip to content
Disclosery

Maia Wealth LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Maia Wealth LLC on JEPQ, newest first. How the timeline and the estimate are built.

Maia Wealth LLC held 92,425 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,425 shares
    Change vs previous 13F +4,425 shares

    0.84% of the 13F portfolio, value $5,680,460.

    13F-HR 0002010858-26-000005 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,000 shares
    Change vs previous 13F +4,948 shares

    0.83% of the 13F portfolio, value $4,885,756.

    13F-HR 0002010858-26-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 83,052 shares
    Change vs previous 13F +1,263 shares

    0.81% of the 13F portfolio, value $4,770,525.

    13F-HR 0002010858-26-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 81,789 shares
    Change vs previous 13F +23,601 shares

    0.81% of the 13F portfolio, value $4,806,733.

    13F-HR 0002010858-25-000006 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,188 shares
    Change vs previous 13F +4,660 shares

    0.6% of the 13F portfolio, value $3,165,437.

    13F-HR 0002010858-25-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 53,528 shares
    Change vs previous 13F -19,180 shares

    0.61% of the 13F portfolio, value $2,672,667.

    13F-HR 0002010858-25-000003 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 72,708 shares
    Change vs previous 13F +12,019 shares

    0.89% of the 13F portfolio, value $4,134,141.

    13F-HR 0002010858-25-000001 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,689 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $3,353,068.

    13F-HR 0002010858-24-000004 filed by Maia Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).